The reality is that it's probably a skill issue. Scaling a mature platform 10x can be a really, really hard problem, they obviously don't have their arms around a solution, and are probably spending a majority of their time on ops to keep the bleeding down. In the old days you would have Jeff Dean come down from heaven and invent a new database for you or something like that. It doesn't really seem like Github has that kind of technical ability, so they're probably trying to cobble together Azure ops with internal bandaids while everyone internally is cranking out AI code and it's just not going to be enough.
May I just leave this for you here? https://isolveproblems.substack.com/p/how-microsoft-vaporize...
A technical foundation is not infinitely strong. Put a big enough castle on a swamp, and it will sink into the swamp.